Chartered Financial Planner

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Financial Planner - Solihull and Warwickshire clients

Idex Consulting has partnered with an expanding chartered financial advice business following a recent acquisition of a Midlands-based advice firm.

They now wish to hire a Financial Planner and can offer a selection of quality clients.

This opportunity will suit a holistic-focused Financial Adviser/Planner who strives for success and quality outcomes.

Considered salaries between £60,000 to £,, attractive bonus structure, and full benefits package will be available for the successful candidate.

All back-office and paraplanning support provided.

Essential requirements:

• A client-centric and technically sound Financial Planner/IFA, ideally qualified to Level 6 or Chartered status.
• A good understanding of fee-based and cash flow planning.
• Ideal location within reach of clients in Solihull, Warwickshire, and surrounding areas.